Share Name Share Symbol Market Type Share ISIN Share Description
Marwyn Val. LSE:MVI London Ordinary Share KYG5897M1740 ORD 0.0001P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 123.00p 121.00p 125.00p 123.00p 123.00p 123.00p 75,415 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 5.8 5.8 8.3 14.9 86.98

Marwyn Value Investors Share Discussion Threads

Showing 1276 to 1300 of 1300 messages
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
DateSubjectAuthorDiscuss
22/10/2018
10:15
Seems the penny is dropping even slower than I thought
gleach23
20/10/2018
15:30
Gleach - bloody chutzpah on yr part - unable to admit that you got it wrong it would seem! You failed to adjust the discount for the fallen share price Don't bother to admit your mistake; it's pretty obvious to all and sundry - so we'll leave it there shall we.
skyship
20/10/2018
15:07
"Though of course I agree that NAV is at 5th October - likely to be slightly lower now; but even 3.7% lower at 190p the discount would still be 35.3%..." So the penny is slowly dropping then...
gleach23
20/10/2018
13:58
Perhaps no PIs in ZEG anymore! Might ZEG be rather good value now; as they seem to be valued twixt 123p-144p for this deal... https://uk.advfn.com/stock-market/london/zegona-ZEG/share-news/Zegona-Communications-PLC-Zegona-to-Increase-Inves/78495920
skyship
20/10/2018
11:19
Though of course I agree that NAV is at 5th October - likely to be slightly lower now; but even 3.7% lower at 190p the discount would still be 35.3%...
skyship
20/10/2018
11:16
Gleach - go back and look again! This is what the RNS states: As at 5 October the closing mid share price of an Ordinary Share in the Company was GBP1.3050 and represented a discount of 33.85% to the net asset value per Ordinary Share. NB: the 33.85% discount is at an share price of 130.5p. The discount at 123p is 37.66%.
skyship
20/10/2018
11:08
I'm not calculating it Skyship. I'm going from the reported NAV discount from the NAV RNSs which you seem not to understand. They are historic by 2 weeks - you are therefore comparing a 2 week old NAV to the current share price
gleach23
20/10/2018
08:01
33.85%! Gleach - just how are you calculating your discount? It really is a pretty simple calculation... (NAV - Sp) / NAV; therefore (197.3 - 123) / 197.3 = 37.66 So, clearly a 37.66% discount is showing far better value than a still attractive 33.85%.
skyship
19/10/2018
23:00
So following today's NAV update, during the first week of buybacks the discount has widened from 33.29% to 33.85%...
gleach23
18/10/2018
18:09
You dont need to look far dilip - last week's NAV report was based on a BCA price of around 205p. The discount was over 33% then and that was based on MVI @ 131p. MVI has fallen more than BCA since so I would have expected the discount to have increased.
gleach23
18/10/2018
13:02
bca has fallen from 240 to below 200 what would be nav now
dilip40
17/10/2018
16:37
Deeply unimpressive discount management policy so far - pleased I am watching from the sidelines
belgraviaboy
11/10/2018
22:18
Got bored of waiting today, shifted my money into Terry Smithson new offering!
noiseboy
10/10/2018
09:42
(I mean *mostly* listed. There's LCG of course, which perhaps is what the market is concerned about. But that is < 20% of NAV. Could perhaps flog it off at a 5% write down in a wind down scenario?)
julesj
10/10/2018
09:35
So far this buyback implementation is deeply unimpressive. The shares are trading at nearly 40% discount to NAV. If they have the faith in their portfolio that they are asking us private investors to have, then their own shares should be a bargain. It's a portfolio of listed equities, so not even as if there's murky private market valuations to cloudy the picture. They can't see better valuation in the market than a 40% margin of safety. They should dump the small holdings now and use all free cash to buy back shares in large volume. If they can't do that then let's have a wind-up, realise the value, and save ourselves all a few years piddling about. IMHO! :)
julesj
10/10/2018
08:55
Can now buy @ 126.5. Seems that rather than narrow the NAV discount, the removal of the dividend is causing a constant dumping of shares in quantities much larger than the buy back quantities and widening it :-(
gleach23
03/10/2018
16:44
Looks like 5517 @ 131p was today's number. Seems they are generally reported after the bell.
gleach23
03/10/2018
15:57
?...the day is yet young...
skyship
03/10/2018
15:55
They couldn't be bothered to buy any today !
noiseboy
03/10/2018
08:12
Ah fair point. Wondered if they were trying to save shareholders the £1 MMC charge for going over £10k ;)
spectoacc
03/10/2018
08:06
They may only be able to buy small amounts, as it will be based on average trading volume.
tiltonboy
03/10/2018
07:58
Seems to benefit the market maker the most, making a 2% gain easily on flipping the shares when you know there is a big buyer.
ceaserxzy
03/10/2018
07:32
Commissions now down to zero in some places I gather!
skyship
03/10/2018
07:30
Can only hope their dealing commissions are low with those t'uppeny ha'penny purchases.
spectoacc
03/10/2018
07:28
Another 5473 purchased @ 131p. Surprising they couldn't get a few more after the 25000 sold @ 129p earlier in the afternoon... Interesting to see how this develops & whether they seek just to hold the stock @ 130p.
skyship
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
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